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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,633 | $166,089+20.2% | $164,928+21.0% | $145,978+36.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 5.64% | 100.26%-94.6pp | 70.08%-64.4pp | 550.52%-544.9pp |
| Employer contribution / active EE | $8,688 | $5,276+64.7% | $4,343+100.0% | $4,662+86.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $187 | $16,641-98.9% | $12,684-98.5% | $13,400-98.6% |